
Bajaj Finserv Equity Savings Fund(G)-Direct Plan
+4.35%
1Y annualised
+4.35%
1Y annualised
+0.22% 1D
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Buy, Hold or Sell?
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NAV : 09 Oct 2026
₹10.49
Min. SIP amount
₹500
Fund size (AUM)
39 Cr
Expense ratio
0.3%
Launched on
19 Aug 2025
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 09 Oct 2026
₹10.49
Min. SIP amount
₹500
Fund size (AUM)
39 Cr
Expense ratio
0.3%
Launched on
19 Aug 2025
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
12.89%
Small Cap
7.76%
Others
80.32%
Sector Allocation
Cash & Cash Equivalents And Net Assets
56.04%
Domestic Mutual Funds Units
18.83%
Finance
5.07%
Healthcare
4.25%
Fmcg
3.47%
Bank
3.07%
Automobile & Ancillaries
2.60%
Chemicals
2.04%
Others
3.79%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
0.25% on or before 7D, Nil after 7D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Sorbh Gupta
Present
Ilesh Savla
Present
Siddharth Chaudhary
Present
Similar/Peer Fund Comparison
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FAQs
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